Units
In
Administration > Manage Units
you can add units.- An existing name, unit, type, country code and currency code, currency code and description can be modified.
- Only a unit that has no Records - Unit/State in any dataset can be deleted.
To import a new unit, complete the appropriate fields in the
#CU# Units
tab in the Import Categories template.Code and Name
- The unit Codes is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters.
- Unit codes must be unique.
- The unit code and name appear in the Review & Edit and Manage Units pages.
Unit Type
- AssignForeignorDomesticfor the Unit Type. You can select the drop-down list to change the unit type.
- The system uses the unit's type to determine how the data is reported in the foreign/domestic report.
Country Name and Currency Symbol
- AssignCountry NameandCurrency Symbolfor each unit. These selections are optional. If these fields are left blank, undetermined will appear for those fields.
- The system is populated with ISO Country Codes and ISO Currency Codes. You can Manage Countries & Currencies to these codes.
Default Codes
Country Code Name - U (Undetermined)
Currency Code - UND (Undefined)
- The currency designation of a unit allows the unit to be combined with other units in local currency reporting.
Description
Type a Description for each unit, if needed.
Administration - Manage Units - Code
